All Retail articles – Page 7
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Asset Manager NewsGenerali Real Estate acquires Kotva department store in Prague
Prague - Generali Real Estate has acquired the Kotva department store on behalf of the pan-european fund “Generali Real Estate Asset Repositioning S.A.” (GREAR) - a fund dedicated to value add strategies in all the major European countries - from the real estate company PSN.
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White papersAEW Research Report - January 2021
With many investors focusing on large scale logistics warehouses, we examine in this report the fundamentals of the smaller scale light industrial and urban logistics markets.
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White papersReal Estate Sector Report – January 2021
Our new bi-annual sector report featuring insights from investment professionals across all four real estate quadrants, providing current conditions and outlooks for all of the core real estate sectors, as well as emerging sectors such as data centers and life sciences.
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White papersPublic real estate debt: Facing today’s challenges
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. But even as headwinds persist, there are opportunities worth considering within the public debt markets.
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White papersSignals, trends, and the outlook for public REITs
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. While a narrow portion of global equities have benefited from the pandemic environment, such as technology and communication services stocks, global REITs have lagged along with other more cyclical areas of the equity markets. Year to date, the FTSE EPRA/NAREIT Developed Index has fallen 11.59%, compared to a 9.31% increase for the broader MSCI World Index.
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White papersIndustrial: Ugly Duckling, or Swan?
While we can argue that very few industrial buildings would be considered to have the beauty and stature of a swan, we discuss why we believe that the industrial sector has found a permanent and ever-more welcomed home in real estate investment portfolios.
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White papersReal estate 2021 outlook
No one can deny how challenging 2020 has been. As coronavirus spread around the globe, life for many was put on hold. Unprecedented government-imposed measures curtailed social and economic activity to protect people’s health and save lives.
Looking to 2021, the pandemic continues, but people continue to adapt, adjusting to the new normal as treatments for the disease improve and vaccine hopes are high. -
White papersLimited shelf life? Why the fast fashion model is under strain
The fast fashion industry has a detrimental impact on the environment, but more people switched to online retailers when pandemic lockdowns shuttered high street stores.
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White papers2021 outlook: AEW foresees compelling opportunities emerging after current storm
In its 2021 European real estate outlook, “After the Storm” AEW explores how investors can best navigate out of the current crisis. Despite the recent news of a potential vaccine, 2021 looks to be a year characterised by a slow recovery hindered by both COVID-19’s impact on the wider economy together with the latent existing headwinds of unresolved trade frictions and political uncertainties.
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White papersEuropean Real Estate Research Quarterly - November 2020
While COVID has negatively impacted the retail and hotel sectors, the logistics and residential sectors have been much less affected. The Barings Real Estate team weighs in on the opportunity set—and why the overall outlook remains positive.
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White papersInside Real Estate – Annual Strategy Outlook for 2021
Under our base case the global economy will continue down the path of recover but with a wider range of possible outcomes. Normalization in advanced economies will likely start in the second half of 2021 following the distribution of vaccines, though full global herd immunity will be further away. We expect the world economy to be dealing with a “new normal” for a few years.
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White papersAEW Research Flash Report - August 2020
Second quarter data confirm that the U.S. suffered the single most severe contraction in real GDP (-32.9% annualized) since the 1930s and, as the U.S. now passes through the “dog days” of summer, the nation’s economy and psyche continues to be dogged by the relentless spread of coronavirus across large swathes of the country, in particular the southeast, southwest and west coast states.
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White papersReal Estate House View - Europe
Covid 19 lockdowns led cars being replaced wit cyclists traversing back streets from Bogota to Barcelona. Extensive pop-up bike lanes have appeared. The current reopening of economies offers society the opportunity to reimagine city transportation.
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White papersAEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersEuropean Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
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White papersReality bites: Retailing in a healthy crisis
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
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White papersPhysical Retail “Rumours of my death have been greatly exaggerated!”
The quote, attributed to Mark Twain when he read his own obituary in a newspaper, seems an appropriate comparison for media coverage of the retail sector. Whether stories about vacant shops in town centres, the death of the high street or tenants going into administration, all appears to be doom and gloom.
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White papersAPAC Real Estate Outlook
The APAC region was the first to be affected by the COVID-19 outbreak at the start of 2020, highlighting the downside impact of the pandemic on economies, particularly tourism arrivals and manufacturing. With the outbreak having evolved into a global pandemic, a recession scenario appears likely for the five developed APAC economies this year. These markets, however, are expected to recover relatively quickly from 1H 2021 onwards (see Figure 1), benefitting from their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support. This should help bolster investment sentiment in the APAC region.
